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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,285 | $133,998-92.3% | $112,263-90.8% | $134,545-92.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.25% | 47.17%-68.4pp | 27.49%-48.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,034 | $4,040-74.4% | $3,636-71.6% | $4,742-78.2% |
| Participant deferral / active EE | $1,976 | $5,292-62.7% | $4,729-58.2% | $6,401-69.1% |
| Admin fee / account holder | $63 | $7,493-99.2% | $6,410-99.0% | $11,431-99.5% |